Know which reverse mortgage leads deserve a pre-approval call
Our guided intake walks borrowers through age range, home equity position, and their goal for a reverse mortgage before collecting ID and mortgage statements, so your team opens the pre-approval call already knowing whether the file can close.
The exact intake your reverse mortgage consultation leads complete
This is the real 6-question guided intake for Reverse Mortgage Consultation — the same flow your customers finish before you ever pick up the phone.
What a qualified reverse mortgage consultation lead should tell you
An initial consultation that screens a borrower's age, primary-residence status, and remaining mortgage balance to determine whether a reverse mortgage is even feasible before a loan officer spends time on the file.
- Age Range
- Own Home As Primary
- Much Home'S Value Still
- Property It
- Main Goal Considering Reverse
- Soon Move Forward With
The questions your team needs answered
Every reverse mortgage consultation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your age range? | Age directly determines reverse mortgage eligibility, so 62-69 and 70+ answers score far higher than under 62. |
| Do you currently own the home as your primary residence? | A reverse mortgage requires the property to be the borrower's primary residence, so a 'no' answer signals the file likely can't proceed. |
| How much of the home's value is still owed on a mortgage? | The remaining mortgage balance shows how much equity is actually available to convert, which is why owned-outright and small-balance answers score highest. |
| What type of property is it? | Property type affects which reverse mortgage programs apply, since condos, manufactured homes, and multi-unit properties carry different eligibility rules. |
| What is your main goal for considering a reverse mortgage? | The stated goal helps a loan officer tailor the pre-approval call and match the borrower to the right reverse mortgage product. |
| How soon are you hoping to move forward with a decision? | Decision timeline shows how ready the borrower is to move forward, letting your team prioritize immediate and near-term decisions over open-ended exploration. |
How Cliont scores reverse mortgage consultation leads
Every answer is weighted automatically — no manual review required.
Value signals
- 62 to 69
- 70 or older
- Own Home As Primary: yes
- None, owned outright
- Small remaining balance
- Large remaining balance
Urgency signals
- Immediately
See the lead your team receives
Reverse Mortgage Consultation Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for reverse mortgage consultation workflows
| Cliont capability | Reverse Mortgage Consultation application |
|---|---|
| Weighted answer scoring | Age range and remaining mortgage balance answers are weighted so a 70-year-old who owns their home outright scores far above a borrower who is under 62 or still carrying a large mortgage balance. |
| Conditional routing | Borrowers who select 'just exploring options' on the timeline question can be routed differently than those ready to move immediately, instead of both landing on the same call calendar. |
| Document collection | Government ID and mortgage statement uploads are requested inside the same flow, so ownership and balance details are on file before the pre-approval call instead of chased afterward. |
| Goal-based segmentation | Answers to the reverse mortgage goal question, whether it's income, debt payoff, home repairs, or medical expenses, let a loan officer tailor the pre-approval call to what the borrower actually needs. |
| CRM delivery | Every scored consultation lead, along with property type and equity answers, lands directly in your CRM so loan officers aren't re-asking qualifying questions on the call. |
Common reverse mortgage consultation lead scenarios
Senior owns home outright, ready now
A 70+ borrower who owns the home free and clear and wants to move immediately scores at the top of the queue and should reach a pre-approval call fast.
Under-62 applicant still working
A borrower under the minimum reverse mortgage age still submits the form; the intake captures this so the file is set aside for follow-up instead of booked for a call it can't close.
Large remaining mortgage balance
A homeowner with a sizable existing mortgage balance may still qualify, but the intake flags the equity question so a loan officer checks proceeds before scheduling.
Still just exploring options
A borrower who selects a slower timeline is captured with the same fields but routed with lower urgency than someone ready to decide immediately.
Condo or manufactured home
Property type answers surface condos, multi-unit, and manufactured homes for extra eligibility review, since these carry different reverse mortgage program rules than a single-family home.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More reverse mortgage intake templates
Reverse Mortgage Consultation lead-intake FAQs
How does the intake handle the minimum age requirement for a reverse mortgage?
The age range question separates under-62 borrowers from those 62-69 and 70+, and the weighting reflects that only the older brackets are eligible for a standard reverse mortgage.
What happens if the borrower still owes a large amount on their current mortgage?
The remaining balance question captures this directly; it's weighted lower than owning outright or a small balance because it affects how much equity is actually available to convert into proceeds.
Does this intake also cover reverse mortgage refinancing?
No. This catalog is built for a first-time consultation; borrowers looking to refinance an existing reverse mortgage should go through the Reverse Mortgage Refinance intake instead.
What documents does the intake collect before the pre-approval call?
Borrowers are asked to upload identification and a current mortgage statement so ownership and balance details are verified before a loan officer picks up the file.
How does timeline urgency factor into the lead score?
The decision-timeline question weights 'immediately' and 'within 3 months' higher than 'just exploring,' which helps your team prioritize who to call first.
Can the intake flag property types that need extra underwriting attention?
Yes. The property type question records single-family, condo, multi-unit, and manufactured home answers so your team can route non-standard property types for additional eligibility review.
Turn reverse mortgage consultation visitors into qualified clients
Give every reverse mortgage consultation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.